rsutoratosu
Platinum Member
So we have this quarterly reporting that we need to do, we have a few excel files with multiple tabs, so each tab ie account a1.xxxx <xxxx account number>
a2.xxxx; a3.xxxx; b1.xxxx; b2.xxxx
Basically we export each tab into PDF and merged all the a's as one report, all the b's as one report, etc.
So i'm not even sure what software I should be looking at to generate these reports off excel and automatically making a pdf out of the tabs. So as we add to the tabs in the report, the program will learn or setup with rules on generating additional reports
On top of that do some sort of mail merge after we get the reports combined.
Would this fall under some workflow document management system ?
Any clue ? thanks
a2.xxxx; a3.xxxx; b1.xxxx; b2.xxxx
Basically we export each tab into PDF and merged all the a's as one report, all the b's as one report, etc.
So i'm not even sure what software I should be looking at to generate these reports off excel and automatically making a pdf out of the tabs. So as we add to the tabs in the report, the program will learn or setup with rules on generating additional reports
On top of that do some sort of mail merge after we get the reports combined.
Would this fall under some workflow document management system ?
Any clue ? thanks
